Create a task template by saving a form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Save a populated Universal Task form as a template. This is an alternative method for creating a task template.

    Before you begin

    Make sure you have a Universal Task form that you want to use. If you need to create a form, see Create a universal task.

    Role required: sn_uni_task.template_admin

    Procedure

    1. Navigate to a Universal Task form.
    2. Complete the form as it should appear when a user applies the template.
    3. Right-click the form header and click Save.
    4. Click Create Universal Task Template.
      The task template with the filled forms appears.
    5. In the Name, enter a descriptive name for the template.
    6. Set the Parent table field to a service-specific table.
      If you choose not to select any table, then the configuration will apply to all tables.
    7. Make additional changes as required.
    8. Click Submit.